Concord Wealth Partners’s Stanley Black & Decker SWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-118
| Closed | -$11.6K | – | 900 |
|
|
2023
Q4 | $11.6K | Sell |
118
-4
| -3% | -$392 | ﹤0.01% | 550 |
|
|
2023
Q3 | $10.2K | Buy |
122
+98
| +408% | +$8.18K | ﹤0.01% | 614 |
|
|
2023
Q2 | $2.25K | Hold |
24
| – | – | ﹤0.01% | 850 |
|
|
2023
Q1 | $1.93K | Sell |
24
-204
| -89% | -$16.4K | ﹤0.01% | 819 |
|
|
2022
Q4 | $17.1K | Buy |
+228
| New | +$17.1K | 0.01% | 552 |
|
|
2022
Q3 | – | Sell |
-224
| Closed | -$23K | – | 1026 |
|
|
2022
Q2 | $23K | Buy |
224
+2
| +0.9% | +$205 | 0.01% | 521 |
|
|
2022
Q1 | $31K | Buy |
222
+1
| +0.5% | +$140 | 0.01% | 532 |
|
|
2021
Q4 | $42K | Buy |
221
+197
| +821% | +$37.4K | 0.01% | 485 |
|
|
2021
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 650 |
|
|
2021
Q2 | $5K | Hold |
24
| – | – | ﹤0.01% | 744 |
|
|
2021
Q1 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 680 |
|